Institutional Ownership Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS). We have compiled data on the 1,374 institutions that hold shares in the stock, with a total of 362 Million shares, which have been reported (via 13F filing form) to have a value of $34.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
105
shares
|
$10,108
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
102
shares
|
$9,819
0.0% of portfolio
|
Q1 2024
Reduced 74.63%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
100
shares
|
$9,627
0.0% of portfolio
|
Q1 2022
Reduced 0.99%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$9,627
0.0% of portfolio
|
Q2 2021
Reduced 41.18%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
100
shares
|
$9,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
100
shares
|
$9,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
100
shares
|
$9,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
100
shares
|
$9,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
97
shares
|
$9,338
0.0% of portfolio
|
Q1 2025
Reduced 57.46%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
95
shares
|
$9,145
0.0% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
90
shares
|
$8,664
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
89
shares
|
$8,568
0.0% of portfolio
|
Q4 2024
Reduced 21.93%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
87
shares
|
$8,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
87
shares
|
$8,375
0.0% of portfolio
|
Q3 2024
Reduced 97.96%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
86
shares
|
$8,279
0.0% of portfolio
|
Q3 2024
Reduced 32.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
83
shares
|
$7,990
0.0% of portfolio
|
Q3 2024
Reduced 59.31%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
81
shares
|
$7,797
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
81
shares
|
$7,797
0.0% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
81
shares
|
$7,797
0.01% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
80
shares
|
$7,701
0.0% of portfolio
|
Q3 2024
Reduced 68.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
79
shares
|
$7,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
78
shares
|
$7,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
77
shares
|
$7,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
74
shares
|
$7,123
0.0% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
74
shares
|
$7,123
0.01% of portfolio
|
Q4 2024
New holding
|